Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $267,733 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $128,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,553 | $122,585-4.9% | $184,256-36.7% | $200,096-41.8% |
| Participation rate | 89.8% | 86.9%+2.8pp | 86.8%+2.9pp | 72.0%+17.8pp |
| Annual return | 13.14% | 144.12%-131.0pp | 28.85%-15.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $4,758 | $4,571+4.1% | $6,427-26.0% | $3,038+56.6% |
| Participant deferral / active EE | $5,771 | $7,972-27.6% | $9,133-36.8% | $5,090+13.4% |
| Admin fee / account holder | $146 | $120+21.1% | $13,899-99.0% | $269-46.0% |